Overview
This article covers how to add/edit respondents within the Respondent Hub and assign them to their interviews.
Add/Edit respondents
Respondent Management can be done through the add/edit respondents button, located on the top left of the Respondent Hub tab.
An add and edit button will open a grid where you will be able to input/update the contact information of your respondents.
- First Name or alias: This section is mandatory; you cannot submit the changes without having filled this section.
- Email: This section is optional. Entering an email address in the respondent hub will allow you to send a notification to your recruit directly from the platform. The notifications can be:
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- Tech check links.
- Invitations to the session.
- Consent forms to be signed prior to the interview.
If you included live support in your project, your support agent will contact the respondent on the day of the interview. To learn more about the process of your support agent check out our Session support timeline article.
If you cannot share the email of your respondent, you can copy the link of their invitation from the platform and send it externally via your preferred method of communication. Find out more here.
- Phone: This section is optional.
If you included live support in your project, entering a phone number in this section allows the platform support agent to easily reach your recruit. To provide assistance with joining and solving any technical issues that may arise.
Assign sessions for respondents
If the final schedule of the project has been added to the platform, you will be able to assign respondents to their session by going to the column Assign to Interview.
Click the drop-down arrow beside Select Date & Time to assign each session to the respondents as required.
image example of all respondents assigned to sessions.
Designate roles for respondents
The column next to Assign Interview is Role, through this column you specify who the main respondent is and who is the backup respondent.
The timezone column (Optional)
This section allows you to specify the timezone of your recruit, it is an optional step.
Screener/Profile Information (Optional)
Step 1: By clicking on add a new column at the top of the respondent hub grid, you can add extra information regarding the recruit.
Step 2: You can enter the screener question in this hub as shown in the image below.
Step 3: You can now enter the screener answers of your respondents as shown in the image below.
